See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,246 | $150,440-30.0% | $136,294-22.8% | $147,584-28.7% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 17.60% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,497 | $5,256-52.5% | $4,695-46.8% | $4,876-48.8% |
| Participant deferral / active EE | $6,127 | $6,630-7.6% | $6,247-1.9% | $5,439+12.6% |
| Admin fee / account holder | $11,928 | $10,905+9.4% | $9,243+29.0% | $10,885+9.6% |